Accelevents White-Label Portal Launch (Onboarding)

Accelevents White-Label Portal Launch (Onboarding)

1. 01

   Confirm the vendor plan before touching any configuration

   Accelevents publishes a single Business tier at $13500 monthly with Unlimited Events, Enterprise, Custom, and White Label included. There is no lower published tier, so an agency signing a client running fewer than five events a year is absorbing the full platform cost against a thin retainer. Get the signed client agreement and the event count in writing first.

2. 02

   Apply agency branding and the custom domain in the white-label settings

   Upload the agency logo, set the color palette, and point the client-facing registration URL at the agency domain rather than an Accelevents subdomain. This is the step that makes the portal resellable under the agency brand instead of the vendor's.

3. 03

   Connect the payment processor for ticket sales

   Wire the agency or client merchant account into the ticketing configuration so registration revenue settles to the correct entity. Decide at this point whether the agency collects and remits or the client collects directly, because changing it mid-event cycle creates reconciliation work.

4. 04

   Build the registration journey for the first event

   Create the custom registration form, ticket types, and confirmation flow inside the event workspace. Test the full path from form submission through confirmation email before the client sees it.

5. 05

   Populate the agenda and speaker management module

   Enter sessions, times, and speaker profiles so the agenda renders correctly in both the web portal and the mobile event app. Speaker bios and headshots feed the mobile app automatically, so incomplete profiles show up as blank cards on attendee devices.

6. 06

   Configure exhibitor and sponsor workflows if the event has a trade show floor

   Set up exhibitor booth assignments, sponsor tiers, and the exhibitor portal. Skip this step for pure conference or virtual events, since unused exhibitor pages add navigation clutter for attendees.

7. 07

   Test onsite check-in and badge printing against a staging event

   Run a check-in pass with a test attendee record and confirm badge output matches the client's format. Onsite failures are the hardest to recover from because they happen in front of the client's own attendees.

8. 08

   Wire HubSpot and Zapier integrations, then hand the portal to the client

   Map registration fields to the client CRM through the HubSpot integration and set Zapier triggers for confirmation and reminder sequences. Handoff includes a walkthrough of the analytics dashboard so the client can pull their own attendance and engagement numbers between agency check-ins.